Mayhem Continues in the Capital Markets

Jay Kloepfer analyzes the U.S. and global economy in 3Q22, marked by volatile markets and inflation fears.

PCE and CPI: What’s the Difference?

Fanglue Zhou explains how CPI and PCE differ and why the Fed prefers the PCE.

Recession—Are We There Yet?

Jay Kloepfer analyzes the U.S. and global economies in 2Q22 and explains why we are not technically in a recession.

The Fading Unicorn: How Volatility, Inflation, and Rate Hikes Impact Venture Capital

Ashley Kahn explains the impact of rising inflation, interest rate hikes, and market volatility on venture capital portfolios.

Bubbles Bursting Everywhere

Janet Becker-Wold explains how recent bubbles inflated and what their popping means for institutional investors.

Rising Interest Rates Spur Look at Structured Credit

Our Global Manager Research group explains the potential appeal of structured credit in a rising rate environment.

Geopolitical Upheaval and Unsettled Markets

Jay Kloepfer analyzes the U.S. and global economies at the start of the year amid geopolitical upheaval and market volatility.

What’s Next for the Post-Pandemic Economy?

Jay Kloepfer analyzes the U.S. economy in 2021 and provides an outlook for 2022.

Can U.S. Equities Outrun Inflation?

Adam Lozinski and Gordon Weightman analyze the long-term performance of U.S. equities compared to inflation.

Cautiously Optimistic Forecast on the Economy, Tempered by Clouds

Kristin Bradbury analyzes the U.S. economy in 4Q21 and the macroeconomic outlook for 2022.